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UMS

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  1. Audit Trail

    To provide a more in-depth audit report. For example, we would like to know who changed or deleted the phone number or email address, or who edited to usage rate. Currently the audit report only shows who viewed the account and not any changes that a specific user made.

    10 votes

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    1 comment  ·  Admin →
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  2. Multiple Penalties & Interest Options

    The functionality allows users to create multiple penalties and interest rates, however, when going to calculate it, the system always defaults to one. It would be easier to have the multiple option so that users can use specific rates with a variety of accounts.

    6 votes

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    Because interest and penalty codes are specifically tied to the rate, multiple interest/penalty codes are currently permitted and functional within the software.  Please reach out to technical support if you need help setting these up. 

  3. 2 votes

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    UMS version 6.9+ has an Audit History report that will track this information, as well as much more.  Please reach out to our technical support team to get updated if you are not currently on UMS version 6.9.

  4. Credit Card Failures

    We would like to see emails automatically sent to customers who's reoccurring credit card payments fail stating the same error we receive on the error report

    8 votes

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    Recurring credit card payment notifications are automatically sent to the customer (whether successful or unsuccessful) based on what Communication Preferences the customer has selected on the 'Autopay Notices' preference.

  5. Lock on Location

    When a meter is locked, but the service is still active, we would like for that to be notated with a locking symbol (or something similar) on the location. Maybe a box near the rental box on the location details tab that would make the lock appear? Example of what we are looking for is attached!

    1 vote

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  6. Include the "Use Minimum" and "Use Allowance" boxes during changeout process

    During the meter/register change out process, have the "Use Allowance" and "Use Minimum" from the Utilization tab to avoid the double charge to the customer.

    1 vote

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    Upon research with the implementation manager, this really is a non-issue as long as the outgoing meter is marked as 'changed out' and not just 'removed' when doing the change out process.  If the meter is just 'removed' and another meter installed, the account will charge two minimums after the 'removal' where as a 'changed out' meter will ignore the 'Use Minimum' and 'Use Allowance' checkboxes.

  7. Customer address changes

    Can you add "Current Occupant" to the contacts to include when running Location Contact list? I need to send information to the location address, doesn't matter who's occupying the residence.

    1 vote

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  8. Be able to change default on Customer

    Instead of the default being only Account number, be able to change the default to whatever you need. Like we dont look up by parcel or account numbers we do it by address.

    4 votes

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  9. discount for ebill and or draft customers

    We would like to incentivize autopay and e-bill by the option of one time or per-billing cycle discount (or credit).

    1 vote

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    This functionality already exists (rebates) within the UMS software that should accommodate your request.  Please feel free to reach out to our technical support group for assistance in setting that up.

  10. Customer screen - add a preview button

    We need to have a preview tab/button. If during billing or a customer calls with a reading cause they had a leak and wanted to know what the bill is at the moment. It could give us the gallons used & also a preview of the dollar amount.

    3 votes

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    Already a feature.  Showed the customer how to enter a read and calculate a test bill, then delete out the old bill and readings after generating.  Also showed her the 'Test This Rate' option.

  11. UMS Client Display Resolution Scaling

    We would like to see a change implemented in the UMS client to prevent the need for manual PC changes for each user with a High DPI monitor.

    There is a workaround for the UMS Client not rendering properly when the user’s scaling is set to a high number. We have a user with a 1440p monitor and scaling at 250%. Her screen before/after the change are attached. After following these directions, her screens look “normal” https://www.brankovucinec.com/fix-remote-desktop-dpi-scaling-issues/

    We were also provided a manual work around of settings that could be changed on each PC: by right-clicking the icon for UMS.…

    7 votes

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  12. Service Orders: Automatically select the Meter

    Creating based on User Conference feedback:

    When creating a service order, and the location has a meter associated with it, we would like to see the Meter automatically selected instead of having to manually do it on every service order. As part of our business process, we always select the meter on every service order. It would save time and generate efficiency.

    23 votes

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  13. Automatic Estimated Read Note

    It would be nice to be able post an automatic bill note when an estimated read is entered. Or option to Add bill note when processing estimated read.

    1 vote

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  14. Payment Received Notification

    Especially in the case of shut offs that are a promise to pay, it would be super helpful if UMS had a message pop up or an email go out to staff that a payment was posted to that account. Maybe by customer code that we turn on manually for a customer we want to watch for payments on. This would be helpful for when our team is out for shut off and someone comes out and says wait I'll go online and pay right now and the team moves on to save them for last. If we got a…

    1 vote

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    This is currently an option in Setup > Company > Communication Options > Notify Users When Shutoff Account Becomes Current.  Please reach out to us if you need help setting this up or have any questions.

  15. Notes Tab

    In the note section it would be nice to be able to see any emails that are sent from UMS to the customers. Whether it be a notifications like delinquencies and shut offs. We are only able to see the statements that are emailed out.

    8 votes

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    As previously mentioned, these email notifications (Statements/Delinquencies/Shutoffs) are now present in the customer's "Email History" view under the History Tab as of UMS version 6.8+. These email notifications will show for any customer that has been sent these emails through UMS processes. In order for a customer to receive these emails, they need a valid email on the account, as well as the email communication preference for Delinquencies.

  16. Consumption History Top 10 Users

    National User Conference Request: Need the ability to run the Consumption History report and pull the top 10 users for the period. This should be the overall top 10 users (sum of the time period) and not per billing.

    15 votes

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  17. Recconnect Fees printing on bill

    Can we get reconnect fees to print on bills as a Reconnect fee and not a Miscellaneous Charge?

    4 votes

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  18. Pending Bills

    We would like for customers not to be able to see pending bills online. We would like for statements to be available for viewing only after they are posted. This can be confusing for customers, to be able to see a pending charge while we are still processing/making adjustments or corrections to bills. We have had numerous customers call because they could see a pending charge, but then the charge ended up being a different amount once the statements were actually processed.

    1 vote

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    Thank you for your request. There is already a setting in your CWP Portal Configuration that will allow users to 'Hide Unposted Transactions' on your customers' accounts in the web portal. You can enable this setting by signing into your web portal as an administrator, then selecting the 'Configure Portal Features' button. Inside the list of options is a toggle to 'Hide Unposted Transactions' that can be enabled. Once enabled, unposted transactions will no longer show in the portal. Please visit https://cusits.zendesk.com/hc/en-us/articles/9801899719700-CWP-Configure-Portal-Features for more information.

  19. Auto payment date

    When a customer signs up for Auto Payment, it would be nice if UMS would show us in their account what date we entered them as an auto pay customer. We have many customers calling asking when they signed up and we can't tell them. It would also be nice when they claim they were on draft and it didn't pull their payment, but we suspect they signed up after the drafts were pulled.

    1 vote

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    This functionality already exists by enabling the audit tab on the control panel through Setup > Customize Account Control Panel.  Once enabled, you will see an 'add' entry for recurring payment (as long as the customer has enrolled) that will display the date, time, and type of recurring payment.  It will also show when autopay or other customer information is edited.  Please let us know if you need anything else.

  20. Allow future date entry on Miscellaneous Charges

    Allow Miscellaneous Charges to be dated in the future. Currently, you can only date miscellaneous charges with the current date. We are able to date miscellaneous charges in the future during the move-in process, but unable to future date if Misc Fee is selected.

    2 votes

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